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Barbara Stern Camaglia

Barbara S. Camaglia

LEGACY FINANCIAL ADVISORS
Solon, OH
Some features on this profile are disabled
CRD#: 1127424
Barbara Stern Camaglia

Professional summary

Barbara Stern Camaglia, CFP®, who also goes by Barbara S. Camaglia, Barbara Lynn Stern, is a registered financial advisor currently at LEGACY FINANCIAL ADVISORS, LLC located in Solon, Ohio.

Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Barbara has worked at 2 firms and has passed the Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Barbara S. Camaglia | Barbara Lynn Stern

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barbara Stern Camaglia's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1990

Experience

Current

February 17, 2004 - Present

LEGACY FINANCIAL ADVISORS, LLC

Office #2: 3401 Enterprise Parkway Suite 340, Beachwood, OH 44022
RIA
CRD#: 130350
Solon, OH
Past

May 16, 1983 - November 21, 1983

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(2/17/2004)

Exams

General Industry/Product Exam
RR
Series 22
Date: 7/8/1983
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/13/1983
Investment Company Products/Variable Contracts Representative Examination

Current Firm

LF
LEGACY FINANCIAL ADVISORS, LLC
LEGACY FINANCIAL ADVISORS | LEGACY FINANCIAL ADVISORS,LLC | LEGACY FINANCIAL ADVISORS, LLC

CRD#: 130350 / SEC#:

Ohio
Registered Investment Advisory firm - (2/13/2004 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Solon, OH
Mailing Address
37365 Cherrybank Drive, Solon, OH 44139
Phone number
(216) 571-6711
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LEGACY FINANCIAL ADVISORS, LLC

CRD#: 130350Solon, OH

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